Create or update a vendor

Steps

1. Open Accounting → Setup and the vendors area; search the vendor list before creating a duplicate.

2. Enter Vendor name, email, phone, contact person and payment terms; provide tax ID, bank details and notes where applicable.

3. Set Active and choose Create vendor, or edit a listed vendor and choose Save vendor.

4. Confirm the saved vendor and active state. From the expense form, Create and select vendor creates a vendor and selects it for the pending expense.